North Star Investment Management’s Emerson Electric EMR Stock Holding History

North Star Investment Management’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$365K	Sell	2,784 -12	-0.4%	-$1.73K	0.02%	422
2025 Q4	$371K	Buy	2,796 +42	+2%	+$5.57K	0.02%	364
2025 Q3	$361K	Buy	2,754 +4	+0.1%	+$545	0.02%	351
2025 Q2	$367K	Hold	2,750	–	–	0.03%	339
2025 Q1	$302K	Sell	2,750 -2,235	-45%	-$269K	0.02%	364
2024 Q4	$618K	Sell	4,985 -291	-6%	-$35.3K	0.04%	296
2024 Q3	$577K	Buy	5,276 +291	+6%	+$31.3K	0.04%	304
2024 Q2	$549K	Sell	4,985 -873	-15%	-$96.5K	0.04%	315
2024 Q1	$664K	Buy	5,858 +541	+10%	+$55.6K	0.05%	290
2023 Q4	$518K	Hold	5,317	–	–	0.04%	325
2023 Q3	$513K	Sell	5,317 -450	-8%	-$42.9K	0.04%	319
2023 Q2	$521K	Hold	5,767	–	–	0.04%	332
2023 Q1	$503K	Hold	5,767	–	–	0.04%	347
2022 Q4	$554K	Buy	5,767 +17	+0.3%	+$1.53K	0.05%	324
2022 Q3	$421K	Hold	5,750	–	–	0.04%	309
2022 Q2	$457K	Sell	5,750 -400	-7%	-$35.3K	0.04%	303
2022 Q1	$603K	Sell	6,150 -633	-9%	-$59.9K	0.05%	288
2021 Q4	$631K	Buy	6,783 +633	+10%	+$59.6K	0.04%	287
2021 Q3	$579K	Hold	6,150	–	–	0.05%	286
2021 Q2	$592K	Hold	6,150	–	–	0.05%	287
2021 Q1	$555K	Hold	6,150	–	–	0.05%	265
2020 Q4	$494K	Hold	6,150	–	–	0.05%	264
2020 Q3	$403K	Hold	6,150	–	–	0.05%	276
2020 Q2	$381K	Sell	6,150 -1,332	-18%	-$75.7K	0.05%	265
2020 Q1	$357K	Sell	7,482 -3,400	-31%	-$224K	0.05%	256
2019 Q4	$830K	Hold	10,882	–	–	0.09%	223
2019 Q3	$728K	Sell	10,882 -6,806	-38%	-$428K	0.08%	231
2019 Q2	$1.18M	Hold	17,688	–	–	0.14%	190
2019 Q1	$1.21M	Buy	17,688 +8,138	+85%	+$535K	0.14%	182
2018 Q4	$571K	Sell	9,550 -151	-2%	-$10.2K	0.07%	239
2018 Q3	$743K	Buy	9,701 +50	+0.5%	+$3.69K	0.08%	235
2018 Q2	$667K	Buy	9,651 +101	+1%	+$7.1K	0.08%	241
2018 Q1	$652K	Hold	9,550	–	–	0.08%	237
2017 Q4	$666K	Hold	9,550	–	–	0.08%	230
2017 Q3	$600K	Buy	9,550 +5,150	+117%	+$311K	0.08%	235
2017 Q2	$262K	Hold	4,400	–	–	0.04%	316
2017 Q1	$263K	Buy	4,400 +400	+10%	+$23.9K	0.04%	308
2016 Q4	$223K	Buy	4,000 +1,000	+33%	+$53.8K	0.03%	309
2016 Q3	$164K	Hold	3,000	–	–	0.03%	298
2016 Q2	$156K	Hold	3,000	–	–	0.03%	304
2016 Q1	$163K	Hold	3,000	–	–	0.03%	296
2015 Q4	$143K	Hold	3,000	–	–	0.03%	311
2015 Q3	$133K	Hold	3,000	–	–	0.03%	309
2015 Q2	$166K	Hold	3,000	–	–	0.03%	294
2015 Q1	$170K	Hold	3,000	–	–	0.03%	287
2014 Q4	$185K	Hold	3,000	–	–	0.04%	277
2014 Q3	$188K	Hold	3,000	–	–	0.04%	262
2014 Q2	$199K	Hold	3,000	–	–	0.04%	267
2014 Q1	$200K	Hold	3,000	–	–	0.04%	272
2013 Q4	$211K	Buy	+3,000	New	+$200K	0.05%	277

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

North Star Investment Management's EMR Position: Q1 2026 in Review

North Star Investment Management reduced its Emerson Electric (EMR) stake by 0.43% in Q1 2026, selling an estimated $1.73K and leaving 2,784 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #422.

North Star Investment Management first reported a position in EMR in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.21M in Q1 2019. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

North Star Investment Management held 2,784 shares of Emerson Electric worth $365K as of Q1 2026.
North Star Investment Management sold 12 Emerson Electric shares in Q1 2026, an estimated $1.73K.
Emerson Electric made up 0.02% of North Star Investment Management's portfolio in Q1 2026, its #422 holding.
North Star Investment Management first reported a position in Emerson Electric in Q4 2013 and has held it in 50 quarters since.
North Star Investment Management's Emerson Electric position peaked at $1.21M in Q1 2019.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.